Ranae Puterbaugh is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she co-owns and operates a farming business with her spouse in Cavour, SD. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions with research and analytics to support a broad client base, including pension and charitable organizations.

Dale Uttecht is a Series 66-credentialed financial advisor with Edward Jones in Sioux Falls, SD, having 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Konnor Wildfeuer is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, including a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Angela Danielson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2003, including her current position since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Bruns is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 license and has 13 years of industry experience. Prior to his current roles, he has been associated with CorTrust since 2017, where he assists clients with retirement and investment planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and analytical tools to support client goals, and it is noted for its municipal advisor affiliation and specialized retirement plan advisory programs.

Victoria Gherman is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services LLC since 2018. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Yuriko Coil is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2017, with prior experience at Cetera and First National Bank in Sioux Falls. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets through a network of over 14,000 financial advisors, offering a blend of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Debra Bruce is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves on the finance council at Holy Spirit Church in Mitchell, SD, where she oversees finances and budget matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Philip Hegg is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at Piper Jaffray Inc. since 1995 and Wells Fargo Advisors LLC from 2009 to 2016. He is also the owner of JAVAMELL FOUNDATION, LLC, a property-related business based in Sioux Falls, SD. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jessica Heath is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD. She holds a Series 66 designation and has 16 years of industry experience. She has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Elijah Oxner is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Bridgeford Trust Company, and community involvement with the YMCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. Their services include a range of planning topics and an option to combine planning with managed-account programs under consolidated billing.

Thomas Carson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes 25 years at Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial in 2021. He also maintains ongoing involvement as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

Jennifer Pals is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 23 years of industry experience. Her prior roles include 14 years at American Portfolios Financial Services and over 30 years at Garry Insurance Associates. Outside of advisory work, she owns and manages FAB5, LLC and assists an elder couple with property and bill management through JLP Consulting, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management options and affiliated research.

Steven Kremer is a financial advisor at Edward Jones in Sioux Falls, SD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at US AutoForce, Orion Foods, and Hormel Foods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds.

John Walker is a financial advisor with Wells Fargo Clearing in Sioux Falls, SD. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Wells Fargo Clearing, he held positions at Wells Fargo Bank, Olive Garden, and several other organizations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Ryan Buhr is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Avera Health, Fusion Medical Staffing, Triage Medical Staffing, and Sanford Health. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Sandra Whitehead is a financial advisor at OSAIC with 25 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research Advisors and Principal Financial Services. In addition to her advisory work, she acts as an independent insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Marcia Bucher is a financial advisor at Stifel with 19 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Marie Morgan is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of her advisory role, she is involved in a beauty-related business selling makeup under the name Beauty Guide. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mitch Van Dam is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2021 and previously spent six years at Waddell & Reed, Inc and various insurance carriers affiliated with W & R Insurance Agencies. In addition to his advisory role, he operates Falls Planning Group, an investment-related business connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing both model portfolios and customized strategies supported by technology tools, and oversees more than $819 billion in discretionary assets.